TeamDesk holds the data in flat tables meaning that it consists from fixed number of columns and variable number of rows. While such structure can contain a lot of information it can be difficult to present summarized info in such way.
Let’s demonstrate the Students’ Payments database. Every payment is a record comprising the following data: a student who made this payment, a date when the payment was made and a paid amount value.
Now we need to find the answer to the question: what amount was paid by each student every month during the term.
The Cross-Tab View is a handy tool for displaying such reports. For a cross tab you’ll need to specify the field whose values will form columns in an output and another field whose values will form rows; and then the field(s) and function to calculate to form a value of a cell on an intersection of row and column. In our example dates grouped in months will form columns while student names will form rows; each cell displays the amount of payments made by a student during a certain month.
Rows, columns and cells are clickable. Clicking on a column heading will display records by specific month for all students. Clicking the student will display records by specific student for all dates. And clicking the cell will display records by specific date and student - the Detail View of the value stored in the cell:
To create a Cross-tab view, select the
Cross-tab option from the list of view types and click
Next. The system will display the Cross-tab view form comprising the following sections:
|Name||Enter a name of a new cross-tab view.|
|Show In Menu||Leave this option checked if the view should be displayed in the menu.|
|Category||Enter a category name if you want to group view under a category.|
|Highlight Color||Select a color to highlight this view in the list displayed in the menu.|
|Icon||This option allows to select an icon for a view. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals and a lot more. The Search box above will help you to narrow down the list of choices.|
|Access||If you want to restrict access to the view for your users basing on their roles, select the |
|Grouping||In the |
|Columns||In the |
Advanced options section is intended to specify additional options:
|Details View||The |
|Enable Embedding||This option allows you to copy/paste simple HTML snippet to embed a view on your website page. More details are described here Embedding Option for Views.|
|Help||When the |
When finished, click
Save to create a new view; click
Cancel to discard changes.